Income Research + Management

Asset Manager SEC-registered adviser
Boston, MA Website LinkedIn

AUM

$130.7B
Regulatory AUM

Private funds

15
Other 15

Private fund assets

$13.6B
Gross asset value

Employees

218

Last Form D raise

Apr 2026
Most recent fund filing

From SEC Form ADV filing (filed Aug 24, 2026). View on SEC

People(15)

Owners and executive officers named on the firm's SEC Form ADV.

D
Deborah Goldstein
Director
Source: SEC Form ADV
D
Dune Thorne
Director
Source: SEC Form ADV
E
Elizabeth Taylor
Director
Source: SEC Form ADV
E
Erinn King
President
Source: SEC Form ADV
J
James Gubitosi
Co-Chief Investment Officer
Source: SEC Form ADV
J
John Sommers Jr.
Executive Chair, Director
Source: SEC Form ADV
K
Kenneth Sommers
Trustee, Kenneth T. Sommers Family Trust Dtd 07/31/2006
Source: SEC Form ADV
M
Massimo Desantis
Senior Portfolio Manager, Co-Director of Portfolio Management
Source: SEC Form ADV
M
Meghan Driscoll
Chief Financial Officer, Co-Head of Client Team
Source: SEC Form ADV
M
Michael Miles
Director
Source: SEC Form ADV
M
Michael Sheldon
Co-Chief Investment Officer
Source: SEC Form ADV
R
Robert Sommers
Trustee, Robert F. Sommers Revocable Trust of 1995
Source: SEC Form ADV

Funds(15)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Ir+m Absolute Return Income Fund LLCOther$55.1M$87.8M18Apr 2026Warm
Ir&m Core Bond Fund II LLCOther$6.1B$10.6B285Feb 2026Warm
Ir&m Short Fund LLCOther$1.5B$4.9B105Feb 2026Warm
Ir&m Intermediate Credit Fund LLCOther$1.4B$2.1B40Feb 2026Warm
Ir&m Intermediate Fund LLCOther$1.2B$3.0B107Feb 2026Warm
Ir&m Core Bond Fund LLCOther$746.3M$2.6B98Feb 2026Warm
Ir&m Long Government/Credit Fund LLCOther$731.7M$2.4B61Feb 2026Warm
Ir&m Core Plus Bond Fund LLCOther$714.6M$1.1B31Feb 2026Warm
Ir&m Tax-Efficient Crossover Bond Fund LLCOther$352.9M$1.0B271Feb 2026Warm
Ir&m Long Credit Fund LLCOther$272.8M$812.1M19Feb 2026Warm
Ir&m Socially Responsible Core Bond Fund LLCOther$166.9M$466.3M23Feb 2026Warm
Ir&m Core ESG Bond Fund LLCOther$161.8M$228.5M18Feb 2026Warm
Ir&m Short ESG Bond Fund LLCOther$63.4M$183.2M10Feb 2026Warm
Ir&m Intermediate Treasury Inflation-Protected Securities (tips) Fund LLCOther$29.2M$144.5M8Feb 2026Warm
Ir&m Tax-Efficient Crossover (california) Bond Fund LLCOther$150.9M$191.0M12Feb 2020Cold

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
104863
SEC file number
801-29482
CIK
1165830

Sources